> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/crm/plugins/phone-switches/five9-sales-agent-call-pop.md).
# Five9 Sales Agent Call Pop
**Create a new connector and name it CheckoutChamp CRM**
**Enter the specified fields:**
**- Description:** CRM
**- URL:** [https://crm.checkoutchamp.com/customer/sales](https://crm.konnektive.com/customer/sales)
**- Method:** POST
**-** **Text on Starting Page:** Connecting to CheckoutChamp CRM
**-** **Execute In Browser:** Checked
**-** **Agent Application:** Use External Application
**-** **CTI Web Services:** New Browser Window
*Click* the **"Add Fields"** button and *select* all fields
On the **Trigger** tab, *select* **"On Call Accepted"**
Open the Campaign edit screen and *Add* the **"CheckoutChamp CRM" Connector** to the campaign with the **Connections** tab.
### **Five9 Plugin Configuration in CRM**
1.Go to **Admin** > **Plugins** > **Phone Switch**, Choose the **Five9** plugin under the **“Available Plugins”**
2.Enter your Five9 account **username** and **password**
3.Click **“Create”**.
### **Skill Configuration**
Skills are mandatory in CRM for both inbound and outbound calls.
Five9 agents should be assigned with the skills. There are two types of Sales Skill Ids.
1.**Sales**
2.**Customer Service**
**In Five9 Plugin:**
1.Login with Five9 admin installer.
2.Go to Skills, Right click on **“Skills”** and **“Add Skill”**.
**Note: Skills will be categorized as Sales or Customer Service in CRM not in Five9 panel.**
**In CRM Plugin:**
1.Go to **Plugins** **Phone Switch**, and click on the **Edit** button for Five9.
2.Add Skills created in the Five9 admin panel to respective plugin categories.
### **Campaign Configuration:**
Campaign configuration is mandatory in both the CRM and in Five9.
**Note: campaign name should be an integer value in Five9 panel**
**In Five9 Plugin:** 1.Login with Five9 admin installer.
2.Go to **Campaigns**, Right click on **“Campaigns”** and **“Add Campaign”**.
1. Enter the Campaign name and choose **“Inbound”** or **“Outbound”**.
1. Once the Campaign created, You'll need to configure its properties.
2. Choose **“Connectors”** tab and choose the **“CheckoutChamp CRM”** and click the **“Add”** button.
6.Choose Skills for a campaign under the **“Skills”** tab by clicking the **“Add”** button on the tab.
7.Click **“Save”**.
**Note: For Inbound, you will follow the same steps but will also need to add the DNIS.**
**In CRM Plugin:**
1.Go to **Plugins** **Phone Switch**, Edit Five9 plugin.
2.Click **“+”** sign in the **“Campaign Routing”**.
3.Campaigns created in Five9 plugin will be displayed in the **“Five9 Campaign”**
4.Link CRM & Five9 campaign with respective Type. **Note: Type should be matched with Five9 campaign.**
### **User Configuration:**
**In Five9 Plugin:**
1.Login with Five9 admin installer.
2.Go to Users, Right click on **“Users”** and **“Add User”**.
3.Setup user details in **“General”**, user roles in **“Roles”** and user skills in **“Skills”** tab respectively.
**Note: “Email” will be set as user name for Five9 app.**
4.After you've added a user, the user should set their security question using the below URL. Otherwise that user will be unable login to the Five9 apps.
**Note: You can obtain the station details from Five9 or within your Supervisor account.**
**In CRM Plugin:**
1.Go to **Plugins** **Phone Switch**, Edit Five9 plugin.
2.Click **“+”** sign in the **“User Routing”**.
3.Users created in Five9 plugin will be displayed in the **“Five9 User”**
4.Link CRM & Five9 User .
### **Call Center Configuration:**
1.Go to **CRM** > **Call Centers** then click the **“+”** sign under the **“Call Centers”** section.
2.Add Campaigns for the respective call center using the **“+”** sign in the **“Campaign”** section.
3.For inbound calls, please configure the **“Media Source”**. **Note: DINS is mandatory.**
### **Configure Five9 CTI Web-Service**
CTI web-service used to connect calls from CRM to Five9 plugin and Five9 calls to CRM.
1.Go to
2.Login with your credentials
3.Go to **Home** > **CRM Integrations**
4.Click **“Five9 Adapters for Agent Desktop Toolkit”**
5.Choose **“Adapter for Agent Desktop Toolkit”** under **“Stateless Adapter”** and install that file.
**Note: Java Runtime Environment should be installed on your machine before attempting to download this.**
6.The Five9 icon will then be displayed in the system tray as below
### **Start Five9 Call:**
Once the configuration is done, the **“Start Five9 Call”** button will be enabled in the customer details page.
When you click the **“Start Five9 Call”**, the below pop-up will be triggered.
Choose the respective campaign and phone number. **Note: DNIS is not mandatory for the outbound calls.**